Advisory Edge Mastery
Confident Advisory Conversations. Light-Touch Tools. Real Business Impact.
The Advisory Edge Mastery programme gives accountants and advisors a practical, focused path to start delivering meaningful business insights — without needing to become a forecasting expert.
Whether you’re just getting started with advisory or looking to scale it across more clients, this fast-track programme shows you how to turn the VFD Business Overview Report and Business Growth Model into high-value client conversations.
What You’ll Learn
In just 3 weeks, you’ll be guided through a step-by-step approach to:
Use VFD's most powerful “light-touch” tools with confidence
Position insights around valuation, growth, and planning
Open the door to deeper, strategic engagements with clients
Identify ideal clients for further advisory support
Programme Breakdown
- Using Advisory Edge to frame commercial conversations
- Client Discussion Framework & positioning value
- Business Overview Report walkthrough
- Lead generation and upsell opportunities
- Exit readiness and FiMBO principles
- Business Growth Model
- high-level planning and valuation insights
- CAAM & CSM: identifying and segmenting client opportunities
- Pricing and ROI discussion tools
- Pathways to deeper engagement & programme upsell
Who Should Join?
Accountants in Practice
Client Managers & Advisors
Firms exploring advisory
How It Works
- 3 Live Zoom sessions (one per week, 2 hours each)
- Hands-on walkthroughs of Business Overview and Growth Model
- Practical examples and conversation frameworks
- Includes 14-day free access to VFD Pro – Advisory Edge
Bonus: We’ll run a Client Advisory Assessment across your client base to identify priority opportunities for advisory support and upsell
Tools You'll Use
- Business Overview Report (BOR)
- Business Growth Model (BGM)
- Client Advisory Assessment Model (CAAM)
- ROI Calculator
What Happens Next?
After the 3-week programme, you’ll have:
- A proven, repeatable method to deliver light-touch advisory
- Real client insights using your own data
- A tailored opportunity map from your Client Advisory Assessment
- The option to continue into the full VFD Mastery Programme or join our ongoing Mastermind
Upcoming Cohort
Live online – Starts Thursday 27th November
Limited spaces available to ensure quality interaction.
Investment
£385 + VAT
Includes live sessions, downloadable tools
Plus 14-day access to VFD Pro Advisory Edge